Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.13%
2 NEWZ 3.74%
3 RNDV 3.35%
4 BOUT 3.15%
5 SPDV 2.91%
6 BKC 2.76%
7 IDAT 2.49%
8 QQQN 2.12%
9 SDOG 2.05%
10 RYJ 2.04%
11 DDIV 1.99%
12 UPGD 1.99%
13 QQJG 1.94%
14 SPYD 1.89%
15 DVYL 1.80%
16 SWP 1.67%
17 WDIV 1.61%
18 GURU 1.58%
19 RYT 1.49%
20 RSPT 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.16M (12.43%) 958.91K
Increased by +3.67%
Sep 30, 24
2 JPMorgan Chase & Co 22.65M (10.76%) -396.07K
Decreased by -1.75%
Sep 30, 24
3 Sanders Capital, LLC 16.37M (7.78%) 150.12K
Increased by +0.92%
Sep 30, 24
4 BlackRock Inc 13.91M (6.61%) 670.14K
Increased by +4.82%
Sep 30, 24
5 Capital Research Global Investors 9.98M (4.74%) -4.10M
Decreased by -41.09%
Sep 30, 24
6 State Street Corp 8.50M (4.04%) 541.59K
Increased by +6.37%
Sep 30, 24
7 FMR Inc 8.47M (4.02%) -1.58M
Decreased by -18.64%
Sep 30, 24
8 State Street Corporation 7.85M (3.73%) -1.72M
Decreased by -21.87%
Mar 31, 24
9 Valueact Holdings, L.p. 7.69M (3.65%) -5.75M
Decreased by -74.80%
Sep 30, 23
10 Bank of America Corp 4.59M (2.18%) 386.88K
Increased by +8.44%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 4.40M (2.09%) -5.00M
Decreased by -113.61%
Sep 30, 24
12 Geode Capital Management, LLC 4.16M (1.98%) 318.42K
Increased by +7.65%
Sep 30, 24
13 Wellington Management Company LLP 4.01M (1.90%) -334.41K
Decreased by -8.35%
Mar 31, 24
14 Goldman Sachs Group Inc 3.84M (1.82%) 197.53K
Increased by +5.15%
Sep 30, 24
15 Arrowstreet Capital Limited Partnership 3.15M (1.50%) -352.66K
Decreased by -11.19%
Sep 30, 24
16 Slate Path Capital LP 3.08M (1.46%) -30.53K
Decreased by -0.99%
Sep 30, 24
17 Amvescap Plc. 2.41M (1.14%) 315.71K
Increased by +13.10%
Sep 30, 24
18 NORGES BANK 2.21M (1.05%) 459.64K
Increased by +20.78%
Dec 31, 23
19 Citadel Advisors Llc 2.16M (1.02%) 1.98M
Increased by +91.90%
Sep 30, 23
20 ClearBridge Advisors, LLC 2.04M (0.97%) -474.35K
Decreased by -23.27%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.65M (3.16%) 57.65K
Increased by +0.87%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 5.73M (2.72%) 80.42K
Increased by +1.40%
Dec 31, 24
3 Fidelity® Low-Priced Stock 5.05M (2.40%) 0.00
Increased by 0.00%
Sep 30, 23
4 American Funds Capital World Gr&Inc A 4.65M (2.21%) 2.83M
Increased by +60.87%
Dec 31, 24
5 American Funds Income Fund of Amer A 4.57M (2.17%) 1.44M
Increased by +31.61%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 4.55M (2.16%) 65.06K
Increased by +1.43%
Dec 31, 24
7 American Funds Capital Income Bldr A 4.17M (1.98%) 781.82K
Increased by +18.75%
Dec 31, 24
8 JPM US Equity Income-MA 4.10M (1.95%) 4.10M
Increased by +99.90%
Sep 30, 23
9 JPMorgan Equity Income I 3.83M (1.82%) 0.00
Increased by 0.00%
Nov 30, 24
10 JPM US Equity Income-Composite 3.78M (1.80%) -48.27K
Decreased by -1.28%
Dec 31, 24
11 Vanguard Windsor™ II Inv 3.47M (1.65%) 0.00
Increased by 0.00%
Sep 30, 24
12 Delaware Ivy Science and Technology C 3.26M (1.55%) 0.00
Increased by 0.00%
Oct 31, 24
13 Ivy Science/Technology Composite 3.26M (1.55%) -22.63K
Decreased by -0.69%
Sep 30, 24
14 Macquarie Science and Technology 3.26M (1.55%) -22.63K
Decreased by -0.69%
Sep 30, 24
15 Macquarie Science and Technology C 3.26M (1.55%) 0.00
Increased by 0.00%
Nov 30, 24
16 SPDR® S&P 500® ETF Trust 2.65M (1.26%) 30.63K
Increased by +1.16%
Dec 31, 24
17 Fidelity 500 Index 2.59M (1.23%) 17.63K
Increased by +0.68%
Nov 30, 24
18 iShares Core S&P 500 ETF 2.48M (1.18%) 1.75K
Increased by +0.07%
Dec 31, 24
19 Vanguard Windsor Investor Shares 2.39M (1.14%) -232.73K
Decreased by -9.72%
Mar 31, 24
20 SPDR® S&P 500 ETF Trust 2.29M (1.09%) 5.22K
Increased by +0.23%
Apr 30, 24